Joseph M Lee Son

Joseph M Lee Son, CFP, is a seasoned financial professional with extensive experience as a Certified Financial Planner at various esteemed firms, including Serenia Life Financial and Oaktree Wealth Strategies since 2018, and prior roles at Manulife Securities from 2015 to 2018 and ATB Securities from 2009 to 2012. Joseph holds a BA in Economics and a BSc in Biology from St Mary's University in Halifax, Nova Scotia, as well as earning the CFP designation through the Financial Planners Standards Council. Joseph's career encompasses over two decades in investment and financial advisory roles, starting from an Investment Advisor position at Global West Financial in 1999.